DSP Quant Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.35
• Std Deviation 13.38%
• Tracking Error 0.00%

The investment objective of the Scheme is to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing ‘good investing principles’ such as growth, value and quality within risk constraints. However, there can be no assurance that the investment objective of the scheme will be realized.

The DSP Quant Fund Regular Growth has an AUM of 1121.41 crores & has delivered CAGR of 17.46% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.27%. The minimum investment in DSP Quant Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include HDFC Bank, ICICI Bank, HDFC Life Insurance Company & Kotak Mahindra Bank.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Insurance (Life).

Some of the similar funds are DSP Quant Fund Regular Growth, Mahindra Manulife Business Cycle Fund Regular Growth, Bandhan Innovation Fund Regular Growth, Quant Manufacturing Fund Regular Growth, Quant PSU Fund Regular Growth. DSP Quant Fund Regular Growth has a sharpe ratio of 0.35 & a standard deviation of 13.38%.